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The following Steps describes you how to create, edit and print Proforma Invoices.
- Go to the Sales Part of Billing.
- Clicking on Proforma Invoice leads you to Tax Invoice Receipts List as shown in figure below.
- Here, the list of existing Proforma Invoice can be found.
- One can search Proforma Invoices according to Source within the selected time period.
- To create new Proforma Invoice, click on button.
- It leads you to new page as shown in figure below.
- In this page, click on select items to select items and to add more items on list click on button.
- To delete items from list, click on button.
- After filling every required input field and adding items.
- Save invoice by clicking on else Close.
- Clients can be created directly on Proforma Invoice page by clicking on as shown below.
- Fill up every required input fields and then click on to create else Cancel.
- To create new Items within the Proforma Invoice page, click on button, which leads you to new page as shown.
- Fill up every required input fields i.e. (*)
- And give notes, product summary and product details by clicking on those textboxes.
- Tick all the requirements like taxable, trackable and so on.
- One must tick the enabled.
- After filling, click on to create else Cancel.
- Same goes to Lead.
- Action can be used to edit, delete, print, download and Duplicate Respectively.
- List of Proforma Invoice can be filtered out by selecting time periods and source.
- And List can be downloaded in excel form by clicking on button.
- Details can be downloaded in excel form by clicking on button.
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